Features / Tax Saving Ideas
Wash-sale rules and tax-lot decisions don't stop at one brokerage. AStar checks across everything you've connected, so the blind spot most tools have doesn't cost you at tax time.
Tax rules like the wash-sale rule apply across all of your accounts, at every brokerage — not just the one you're looking at. Most portfolio tools can only see one account at a time and miss this entirely.
Sell a losing position in one account and buy it back in another within 30 days, and it's still a wash sale under IRS rules. AStar checks across every connected account.
AStar can point to the specific lot — and the specific account — that minimizes the tax hit, instead of a generic "reduce this position" suggestion.
See the estimated tax character of a sale before you make it, so a one-day difference in holding period doesn't catch you by surprise.
AStar surfaces positions sitting at a loss that may be worth harvesting, factoring in holdings across accounts so a buy-back elsewhere doesn't trigger a wash sale.
The sale was at Schwab, the purchase is at Fidelity — and it is still a wash sale. Flagged before you buy, with the disallowed amount and the day count.
A wash sale that slips through because the repurchase happened at a different broker, or a sell decision made without knowing which account holds the cheaper tax lot — these gaps only exist because your accounts aren't usually looked at together.
Every account, one balance sheet, synced automatically.
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